Change the AgilePoint NX App for Salesforce Configuration from Trial to Production

When you change your AgilePoint NX App for Salesforce license from a trial to production environment, you must also change the URLs the app uses to connect to the virtual AgilePoint Server. To change the trial environment URLs to production URLs, do the procedure in this topic.

Video: Integrate AgilePoint NX Application into Salesforce

Prerequisites

Good to Know

  • By default, the settings are configured to connect to the AgilePoint NX trial environment.
  • The AgilePoint NX settings must be applied at the organizational level.
  • If you change any of the setting field names, for example, Remote Site Name, to a different name, the app will not work.

How to Start

  1. Open your Salesforce tenant where the AgilePoint NX App for Salesforce is installed.

Procedure

  1. To configure the AgilePoint NX remote site settings, do this procedure.
    1. Click Setup Setup icon > Administer > Security Controls > Remote Site Settings.
    2. For the AgilePoint NX settings, click Edit.
    3. In the Remote Site URL field, set the production base REST URL for your virtual AgilePoint Server machine.
      Title AP Setting Value

      Remote Site URL

      Function:
      Specifies the base REST URL for your virtual AgilePoint Server.
      Accepted Values:
      A valid REST base REST URL.
      Default Value:
      https://trialas1.nxone.com

      This is the value for the AgilePoint NX App for Salesforce trial environment.

      Example:
      • Trial environment - https://trialas1.nxone.com
      • Production environment - https://prodas1.nxone.com

        The domain name for the production environment changes based on the configuration of your environment. For more information, refer to Find your AgilePoint Server Instance REST URL.

    4. Click Save.
  2. To configure the AgilePoint NX custom settings, do this procedure.
    1. Click Setup Setup icon > Build > Develop > Custom Settings.
    2. For the AgilePoint NX, click Manage.
    3. In the Server Instance URL field, set the production REST URL for your virtual AgilePoint Server instance.
      Title AP Setting Value

      Server Instance URL

      Function:
      Specifies the REST URL for your virtual AgilePoint server.

      For more information, refer to Find your AgilePoint Server Instance REST URL.

      Accepted Values:
      A valid REST server instance URL.
      Default Value:
      https://trialas1.nxone.com/AgilePointServer

      This is the value for the AgilePoint NX App for Salesforce trial environment.

      Example:
      • Trial environment - https://trialas1.nxone.com/AgilePointServer
      • Production environment - https://prodas1.nxone.com/AgilePointServer

        The domain name for the production environment changes based on the configuration of your environment. For more information, refer to Find your AgilePoint Server Instance REST URL.

    4. Click Save.